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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,309 | $162,136-48.6% | $152,301-45.3% | $154,746-46.2% |
| Participation rate | 89.5% | 84.1%+5.4pp | 82.4%+7.0pp | 80.7%+8.8pp |
| Annual return | 18.64% | 91.02%-72.4pp | 80.50%-61.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $3,233 | $4,890-33.9% | $4,624-30.1% | $4,379-26.2% |
| Participant deferral / active EE | $8,316 | $8,341-0.3% | $8,004+3.9% | $6,730+23.6% |
| Admin fee / account holder | $98 | $15,759-99.4% | $14,398-99.3% | $14,365-99.3% |